Santa Monica, CA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Santa Monica, CA has 230 loaded benefit plan(s) reported by 171 plan sponsor(s), with $7,350,598,127 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
230
Plan sponsors
171
Latest filing year
2023

What stands out in Santa Monica

  • 230 loaded plans hold $7.4B in reported assets across 171 sponsors.
  • The largest, Activision Blizzard 401(K) Plan, holds 17% of reported Santa Monica plan assets.
  • Plans cover 122,545 participants — about 533 per plan.
  • 68% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.3BSummed across loaded plans$7,327,666,651
Total reported assets$7.4B$7,350,598,127
Total reported participants122.5K122,545
Total reported liabilities$29.8M$29,774,164

Reported net position

Reported assets = net assets + liabilities (summed)$7.4B total assets
Net assets$7.3BLiabilities$29.8M
Contributions & income
Employer contributions$203.6M
Participant contributions$465.6M
Total income / additions$1.9B
Expenses & distributions
Benefits paid / distributions$494.1M
Total expenses$502.5M
Net increase / (decrease)$1.4B

Data coverage

Plans with financial statements157 / 230 (68%)
Plans with provider compensation70 / 230 (30%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Santa Monica, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Santa Monica market comparison

Largest plan share of assets17%Activision Blizzard 401(K) Plan
Participants per plan533Average across loaded plans
Plan sponsors171
Ranked by reported assets

Largest loaded plans in Santa Monica

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Activision Blizzard · 2023
  2. 2
    Umg Recordings, Inc. · 2023
  3. 3
  4. 4
  5. 5
    The Rand Corporation · 2023
  6. 6
    Red Bull North America, Inc. · 2023
  7. 7
    Lions Gate Entertainment, Inc. · 2023
  8. 8
    Macerich Property Management Company LLC. · 2023
  9. 9
    Company3 / Method Inc. · 2023
  10. 10
    Cornerstone Ondemand, Inc. · 2023
  11. 11
    Edmunds.Com, Inc. · 2023
  12. 12
    Rubin Postaer And Associates · 2023
  13. 13
    Ziprecruiter, Inc. · 2023
  14. 14
    Connexity, Inc. · 2023
  15. 15
    Crossroads School For Arts And Sciences · 2023
  16. 16
    Morley Builders, Inc. · 2023
  17. 17
    Wilshire Advisors LLC · 2023
  18. 18
    Truecar, Inc. And Subsidiaries · 2023
  19. 19
    Douglas Emmett Management, LLC · 2023
  20. 20
    National Academy Of Recording Arts & Sciences, Inc. · 2023
  21. 21
    Goodrx, Inc. · 2023
  22. 22
    Headspace, Inc. · 2023
  23. 23
    Beach Point Capital Management Lp · 2023
  24. 24
    Jakks Pacific, Inc. · 2023
  25. 25
    Cypress Creek Renewables, LLC · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Santa Monica, CA?
230 plan(s) reported by 171 sponsor(s) are loaded for Santa Monica, CA.

Related Form 5500 pages